Have you ever wondered how to navigate the often confusing world of 529 ABLE rollover niche rules, especially when it comes to transfers, contributions, and limits? If you’re managing an ABLE account or planning to roll funds from a 529 plan, you’re…
Have you ever wondered what happens if your child receives a scholarship or faces unexpected challenges after you’ve invested in a 529 plan? Many families worry about penalties when withdrawing funds, but what if there are unusual exceptions that co…
Imagine the day your child receives their college acceptance letter, their face beaming with excitement and anticipation. Now imagine that joy being overshadowed by the stress of figuring out how to pay for it all. College education is an investment…